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Heather Satterley: Change Is the Job Now in Accounting

In this episode of Canopy Practice Success, KC Brothers talks with Heather Satterly, CPA and Director of Education and Media at Woodard, about embracing change in the accounting...

Canopy's 2025 in Review: Powering Smart, Faster, All-in-One Workflows

In 2025, Canopy doubled down on a simple but ambitious goal: help accounting firms spend less time on admin and more time delivering high-value advisory work. That meant...

Why Bynum CPA Trusts Canopy

You Can't Lead if You Don't Know Your Team's Workload

This brings us to why capacity planning can transform a firm's growth capabilities and why these planning tools give leaders the visibility, agility, and confidence they’ve been...

Canopy Launches Tools to Bring Order to Pricing and Capacity Chaos

December 16, 2025 – SALT LAKE CITY – Canopy, the leading all-in-one practice management platform for accounting firms, today announced two major additions to its software suite:...

Beth Whitworth: Leading with Confidence in Accounting

In this episode of the Canopy Practice Success Podcast, Beth Whitworth, CPA, owner of Accounting with Confidence and host of the Accounting with Confidence podcast, shares...

Billable Hours vs Value Pricing

How Private Equity Evaluates Accounting Firms Based On Practice...

Running an accounting firm is harder than ever. Staffing shortages, rising expectations, and nonstop admin work create bottlenecks. In this interview, Solutions Group shares...

8 AI Prompts to Build a Questionnaire for Any Tax Form

If you’re still manually building tax questionnaires from scratch? Stop. Whether you're collecting details for a simple individual return or wrangling documents for a complex...

Removing Friction: A Hidden Key to Helping with Staffing Shortages in...

The Challenge Every Firm Is Facing As my team and I speak with accounting firms across the country, one challenge rises above all the rest: a shortage of staff and too much work...

Product Update: Engagement Packages (3-Tiered Proposals)

What’s New Canopy now supports structured 3-tiered proposals within Engagements—letting firms easily present clients with Bronze, Silver, and Gold packages in a single, polished...

What You Need to Know for Tax Season 2026

Product Update: Smart eSign (AI-Powered Signature Placement)

What’s New Smart eSign is here! Canopy now uses AI to automatically place signature, date, and text fields on formal documents—reducing the need to manually drag and drop fields...